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BAI

iShares A.I. Innovation and Tech Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
551
Interchange Capital Partners
Pennsylvania
-$1.17M -35,278 Closed
SCM
552
Saxony Capital Management
Missouri
-$1.16M -34,689 Closed
BAM
553
Belpointe Asset Management
Nevada
-$736K -22,105 Closed
AWA
554
Arete Wealth Advisors
Illinois
-$570K -17,129 Closed
EFG
555
Ethos Financial Group
Pennsylvania
-$374K -11,218 Closed
FCA
556
Fortis Capital Advisors
Kansas
-$366K -10,988 Closed
SIG
557
Spinnaker Investment Group
California
-$354K -10,619 Closed
AWM
558
Apex Wealth Management
New Hampshire
-$357K -10,223 Closed
MFG
559
Magnus Financial Group
New York
-$340K -10,211 Closed
EWA
560
Emergent Wealth Advisors
New York
-$248K -7,447 Closed
B
561
Bensler
Washington
-$232K -6,961 Closed
EDRH
562
Edmond de Rothschild Holding
Switzerland
-$232K -6,960 Closed
GIC
563
GFI Investment Counsel
Ontario, Canada
-$216K -6,490 Closed
KIM
564
Kestra Investment Management
Texas
-$205K -6,146 Closed
IWA
565
Independent Wealth Advisors
North Carolina
-$201K -6,047 Closed
HG
566
Herbst Group
Connecticut
-$201K -6,035 Closed
Simplex Trading
567
Simplex Trading
Illinois
-$122K -3,657 Closed
GWM
568
Geneos Wealth Management
Colorado
-$79.5K -2,387 Closed
HC
569
Hurley Capital
New York
-$19.2K -576 Closed
QC
570
Quent Capital
New York
-$14.2K -427 Closed
EW
571
Elyxium Wealth
California
-$8.07K -242 Closed
OA
572
Operose Advisors
Wisconsin
-$6.83K -205 Closed
IIM
573
IFC & Insurance Marketing
California
-$7K -204 Closed
DRP
574
Decker Retirement Planning
Utah
-$4.48K -134 Closed
FFO
575
Fortitude Family Office
Arizona
-$3.8K -114 Closed